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CIK: 0001086483
Total reported value
$14.1B
$14.1B
723 檔
16.1%
As reported in its official Q4 2025 Form 13F filing, Zacks Investment Management's tracked investment portfolio stood at $14.1B with 723 total positions.
Zacks Investment Management executed strategic sector rebalancing during Q4 2025, establishing 34 new positions while fully exiting 17 holdings and trimming 96 positions.
Showing top 200 holdings (of 723 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.14% | +0.06% | -2.56% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.86% | -0.32% | -0.95% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.69% | +0.35% | -3.46% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.37% | +0.91% | -1.02% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.76% | -0.03% | -11.05% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.33% | -0.25% | -5.20% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.12% | +0.30% | +10.71% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.97% | +0.02% | -0.11% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 1.90% | -0.22% | -0.06% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.86% | -0.39% | +3.27% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.44% | -0.63% | +5.34% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.44% | -0.14% | -0.31% | |
| 13 | PH | Parker Hannifin CORP | Stock-Industrials | 1.43% | -0.05% | -0.95% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 1.41% | +0.05% | -0.33% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.38% | -0.07% | -0.93% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.32% | -0.14% | -4.24% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.22% | +0.04% | -13.38% | |
| 18 | BLK | Blackrock Inc | Stock-Financials | 1.17% | -0.13% | -0.47% | |
| 19 | MET | Metlife Inc | Stock-Financials | 1.05% | +0.06% | -1.22% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 1.02% | -0.04% | -1.22% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.01% | — | -0.57% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.98% | +0.03% | +0.67% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.14% | +1.16% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.06% | +5.09% | |
| 25 | COP | Conocophillips | Stock-Energy | 0.89% | -0.39% | -4.08% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | +0.02% | +0.28% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.19% | -0.91% | |
| 28 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.79% | +0.06% | -0.84% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.78% | -0.06% | +0.04% | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.77% | -0.06% | -0.46% | |
| 31 | PRU | Prudential Financial Inc | Stock-Financials | 0.76% | -0.02% | -1.38% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.72% | -0.09% | -1.02% | |
| 33 | AEP | American Electric Power | Stock-Utilities | 0.72% | -0.06% | +1.53% | |
| 34 | EME | Emcor Group Inc | Stock-Industrials | 0.70% | — | +2.23% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.18% | -2.68% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.69% | -0.04% | -0.63% | |
| 37 | PNC | Pnc Financial Services Group | Stock-Financials | 0.66% | +0.03% | -1.11% | |
| 38 | PLD | Prologis Inc | Stock-Real Estate | 0.66% | -0.06% | +25.11% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | +0.13% | -1.09% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.65% | -0.22% | -3.60% | |
| 41 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.64% | -0.12% | -1.05% | |
| 42 | CMI | Cummins Inc | Stock-Industrials | 0.61% | +0.14% | -0.65% | |
| 43 | USB | US Bancorp | Stock-Financials | 0.61% | +0.02% | -1.56% | |
| 44 | FITB | Fifth Third Bancorp | Stock-Financials | 0.59% | +0.04% | -0.59% | |
| 45 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.59% | -0.04% | -2.63% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.59% | — | +0.67% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.58% | -0.05% | -3.05% | |
| 48 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.55% | -0.06% | -19.54% | |
| 49 | APH | Amphenol Corp-cl A | Stock-Tech | 0.54% | +0.13% | -1.66% | |
| 50 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.53% | -0.12% | +20.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | -3.46% | Trim |
| 2 | IWD | Ishares Russell 1000 Value E | +0.4% | +328.43% | Add |
| 3 | CAT | Caterpillar Inc | +0.3% | -0.06% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.3% | +1.16% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | +10.71% | Add |
| 6 | ADI | Analog Devices Inc | +0.2% | +7241.54% | Add |
| 7 | MRK | Merck & Co. Inc. | +0.2% | +5.09% | Add |
| 8 | PLD | Prologis Inc | +0.2% | +25.11% | Add |
| 9 | WMT | Walmart Inc | +0.2% | +3.27% | Add |
| 10 | PH | Parker Hannifin CORP | +0.2% | -0.95% | Trim |
| 11 | PFF | Ishares Preferred & Income S | +0.2% | +6725.53% | Add |
| 12 | AAPL | Apple Inc | +0.1% | -1.02% | Trim |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +5.34% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.1% | -0.33% | Trim |
| 15 | JNJ | Johnson & Johnson | +0.1% | -0.31% | Trim |
| 16 | GILD | Gilead Sciences Inc | +0.1% | +20.83% | Add |
| 17 | INTC | Intel CORP | +0.1% | +3658.88% | Add |
| 18 | CAH | Cardinal Health Inc | +0.1% | +3.60% | Add |
| 19 | CCI | Crown Castle Inc | +0.1% | +64.64% | Add |
| 20 | TWLO | Twilio Inc - A | +0.1% | +4204.24% | Add |
| 21 | PNR | Pentair plc | +0.1% | +42.77% | Add |
| 22 | IWV | Ishares Russell 3000 ETF | +0.1% | +375.13% | Add |
| 23 | CMI | Cummins Inc | +0.1% | -0.65% | Trim |
| 24 | AMD | Advanced Micro Devices | +0.1% | +5.82% | Add |
| 25 | ROST | Ross Stores Inc | +0.1% | +4509.54% | Add |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | +2.76% | Add |
| 27 | AMZN | Amazon.com Inc | +0.1% | -0.11% | Trim |
| 28 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +844.42% | Add |
| 29 | RTX | Rtx CORP | +0.1% | +16.13% | Add |
| 30 | WFC | Wells Fargo & Co | +0.1% | -0.46% | Trim |
| 31 | IWF | Ishares Russell 1000 Growth | +0.1% | +182.43% | Add |
| 32 | PSX | Phillips 66 | +0.1% | +4120.48% | Add |
| 33 | LRCX | Lam Research CORP | +0.1% | -0.14% | Trim |
| 34 | FN | Fabrinet | +0.1% | +9.39% | Add |
| 35 | BAC | Bank Of America CORP | +0.1% | +0.67% | Add |
| 36 | IWM | Ishares Russell 2000 ETF | +0.1% | +1129.08% | Add |
| 37 | AXP | American Express Co | +0.1% | +0.67% | Add |
| 38 | C | Citigroup Inc | +0.1% | -0.30% | Trim |
| 39 | PRU | Prudential Financial Inc | +0.1% | -1.38% | Trim |
| 40 | GS | Goldman Sachs Group Inc | +0.1% | +8.97% | Add |
| 41 | RDDT | Reddit Inc-cl A | +0.1% | +88.07% | Add |
| 42 | AFRM | Affirm Holdings Inc | +0.1% | +162.85% | Add |
| 43 | GLW | Corning Inc | +0.1% | +11.80% | Add |
| 44 | USB | US Bancorp | 0% | -1.56% | Trim |
| 45 | BNY | Bank Of New York Mellon CORP | 0% | -0.84% | Trim |
| 46 | ACLS | Axcelis Technologies Inc | 0% | +335.76% | Add |
| 47 | AMGN | Amgen Inc | 0% | +2.26% | Add |
| 48 | IBM | Intl Business Machines CORP | 0% | +0.28% | Add |
| 49 | MAR | Marriott International -cl A | 0% | -0.91% | Trim |
| 50 | APH | Amphenol Corp-cl A | 0% | -1.66% | Trim |
According to official SEC Form 13F filings, Zacks Investment Management reported a total U.S. public equity portfolio value of $14.1B across 723 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, GOOGL) accounted for 16.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
MDB
市值: $26.4M
Top Position Liquidated / Trimmed
DUOL
前期市值: $11.9M
During Q4 2025, Zacks Investment Management's top holdings by market value included NVDA (4.1%)、MSFT (3.9%)、GOOGL (3.7%). The largest single position, NVDA, represented 4.1% of total portfolio value.
In Q4 2025, Zacks Investment Management made 200 total portfolio adjustments, initiating 34 new buys, adding to 53 positions, trimming 96 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.